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Rap Sheet

Author:

Jester Debunker

Subject:

Off Topic

Date:

10/11/18 at 5:08 PM CDT

 

 

READ: 4

RPLY: 1

0

0

RECS:0

Sentiment:

Neutral

Good news for publishers this holiday season

This article tracking Fortnite DAU and Twitter mentions shows the game peaked during the summer. This fits with what I've been hearing anecdotally too.

marketwatch.com/st...-10-06

That's good news for the big publishers with AC:Odyssey, RDR2, CoD, BF, FIFA, etc. AC:Odyssey kicked off the holiday season with a PR to announce their highest first week revenue for an AC this console cycle. EA has their own specific overhangs though, which explains their weakness and how far they are from their 52-week high:

1. Lootboxes. They refused to comply with Belgium's request to remove them. Activision and 2K both disabled real money purchases in that region. EA has too much riding on FIFA FUT to show weakness there.

2. Ronaldo rape claims. He's the cover star for FIFA.

3. Lack of earnings clarity since their pre-announcement a few weeks ago.

4. Questions over Battlefield strength. CoD seems to be far more anticipated.

ubisoft.com/en...s.aspx

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